What exactly changes with the Germany heating law in 2026?

The 65% renewables rule for new heaters is dropped. From 2029, gas and oil systems must use at least 10% climate‑neutral fuels. Heat‑pump subsidies continue to 2029. Municipal heat plans guide local choices, and a 2030 review may tighten rules if national climate targets are missed.

How could the new heating law Germany affect energy stocks?

Near term, gas retailers, boiler makers, and district heating utilities may see steadier demand. Biomethane and certification providers gain from the 10% quota starting 2029. Heat‑pump players keep support via subsidies but face softer orders short term. Policy risk rises into 2030 if the quota or standards are raised.

Is a new gas boiler still allowed under the Building Energy Act?

Yes, but with conditions later. You may install a modern gas unit now, with the requirement to use at least 10% climate‑neutral fuels from 2029. Check your municipal heat plan. If your area will connect to district heating soon, a network option could be cheaper over the system’s life.

What is the green gas quota and who benefits?

From 2029, at least 10% of the energy for eligible heaters must be climate‑neutral fuels, such as certified biomethane. This creates demand for biomethane producers, waste‑to‑gas projects, traders, and verification platforms. It also encourages long‑term offtake deals and investment in grid injection and guarantees of origin.

Should homeowners switch to a heat pump now or wait?

It depends on home efficiency, tariffs, and local plans. If your home is well insulated and you can secure subsidies and a good installer, a heat pump may offer lower lifetime costs. If district heating is coming soon, waiting could pay. Gas is a bridge, but future green gas prices add uncertainty.

Global Market Insights

Germany Heating Law: SPD–CDU Scrap 65% Rule, Green Gas Path — February 25

ByDanny Kontos February 25, 2026February 25, 2026

Germany heating law changes matter for households and investors. The coalition plans to scrap the 65% renewables rule for new heaters, add a green gas quota from 2029, and keep heat‑pump subsidies to 2029. The revised Building Energy Act shifts demand between gas, biomethane, and district heating, while slowing near‑term heat‑pump uptake. A review in 2030 could tighten rules if climate targets slip. We explain what changed, why it matters for German energy names, and what to watch next.